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HubSpot

282 hedge funds and large institutions have $5.7B invested in HubSpot in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 89

4.5% more ownership

Funds ownership: 94.37%98.87% (+4.5%)

2% less call options, than puts

Call options by funds: $94M | Put options by funds: $95.6M

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

2% less funds holding

Funds holding: 289282 (-7)

11% less capital invested

Capital invested by funds: $6.41B → $5.7B (-$712M)

Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
54
Increased
100
Reduced
89
Closed
57
Calls
$94M
Puts
$95.6M
Net Calls
-$1.6M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
51
Public Employees Retirement Association of Colorado
Colorado
$18.2M -$5.32K -32 -0%
DM
52
Diker Management
New York
$17.8M +$8.37M +50,384 +60%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$17.5M +$1.68M +10,132 +8%
Ameriprise
54
Ameriprise
Minnesota
$16M -$2.8M -16,845 -12%
GCM
55
Geneva Capital Management
Wisconsin
$15.4M +$19.2M +115,746 New
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$14.3M +$2.8M +16,866 +19%
VEPM
57
Vista Equity Partners Management
California
$13.4M -$9.15M -55,100 -35%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$11.7M +$408K +2,453 +3%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$11.2M -$3.11M -18,735 -18%
Swiss National Bank
60
Swiss National Bank
Switzerland
$10.5M +$282K +1,700 +2%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$10.3M -$990K -5,958 -7%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$9.4M +$7.14M +43,003 +156%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$9.25M -$176K -1,060 -2%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$8.9M -$34.9K -210 -0.3%
CI Investments Inc
65
CI Investments Inc
Ontario, Canada
$8.51M -$15M -90,331 -59%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$8.15M -$1.23M -7,418 -11%
TP
67
TenCore Partners
New York
$7.72M +$9.64M +58,000 New
TCM
68
TimesSquare Capital Management
New York
$7.37M +$9.19M +55,300 New
UBS Group
69
UBS Group
Switzerland
$7.06M -$1.23M -7,412 -12%
AA
70
Ancora Advisors
Ohio
$6.83M +$3.37M +20,273 +65%
AIM
71
ARK Investment Management
Florida
$6.79M -$1.43M -8,591 -14%
CS
72
Credit Suisse
Switzerland
$6.75M -$6.01M -36,200 -42%
IMPI
73
Ilmarinen Mutual Pension Insurance
Finland
$6.66M +$8.31M +50,000 New
SEI Investments
74
SEI Investments
Pennsylvania
$6.65M -$9.64K -58 -0.1%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$6.46M +$625K +3,760 +8%

HUBS Hedge Fund Activity: Q1 2020 in Review

282 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2020, worth a combined $5.7B — down 11% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of HUBS and 54 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 100 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $179M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $94.8M sold.

  • 282 institutional investors held HubSpot (HUBS) as of Q1 2020, down from 289 in Q4 2019.
  • Funds reported $5.7B of HubSpot stock for Q1 2020, down 11% quarter-over-quarter.
  • 54 funds opened new HubSpot positions in Q1 2020 and 57 closed out, a net change of -3 holders.
  • The largest HubSpot buyer in Q1 2020 was T. Rowe Price Associates, an estimated $179M added.
  • The largest HubSpot seller in Q1 2020 was Capital Research Global Investors, an estimated $94.8M sold.

Based on aggregated 13F filings for Q1 2020.